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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,751 | $112,121-78.8% | $95,960-75.2% | $158,966-85.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.96% | 171.16%-161.2pp | 91.63%-81.7pp | 302.95%-293.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,606 | $4,784-45.5% | $4,167-37.5% | $5,983-56.4% |
| Admin fee / account holder | $390 | $10,135-96.2% | $6,797-94.3% | $11,250-96.5% |